In selecting these investments, we utilize both fundamental and technical analysis. The sources that we utilize for this analysis is: review of financial newspapers and magazines, company rating services, SEC annual report filings, press releases, research materials prepared by others, and data that is available over the internet.

Our investment strategy approach is long-term purchases (“buy and hold”) and we will typically hold these securities for several years. In some cases, we will also execute short-term trading strategies which securities purchased will be sold within a year. Though we do not always r...Unlock Full Investment Process Description

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